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Laura Yarckow

@Arbor Trust Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$213.46MTotal holdings93
Assets growth rate12.1%Assets growth rate (2-Q avg)6.05%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Arbor Trust Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 93 positions.

Assets under management

The assets under management (AUM) of Arbor Trust Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 213.46M in assets, with a quarterly growth rate of 12.1% and a 2-quarter average growth rate of 6.05%. The portfolio is managed by Laura Yarckow, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHMSchwab Strategic Tr
Recent Activity
Increased 209.94%
5.14%
$10.955M
395,345 shares@ $27.71 avg price
JCPBJ P Morgan Exchange Traded F
Recent Activity
Increased 108.02%
4.82%
$10.27M
221,972 shares@ $46.27 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 302.17%
4.81%
$10.265M
368,316 shares@ $27.87 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 114.72%
4.8%
$10.237M
553,349 shares@ $18.5 avg price
AAPLApple Inc
Recent Activity
Increased 0.62%
4.28%
$9.123M
36,432 shares@ $250.43 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.34%
3.79%
$8.085M
45,498 shares@ $177.71 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Decreased -1.69%
3.66%
$7.797M
13,638 shares@ $571.68 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 197.94%
3.11%
$6.628M
285,947 shares@ $23.18 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 108.04%
2.95%
$6.282M
242,918 shares@ $25.87 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.14%
2.85%
$6.076M
14,415 shares@ $421.49 avg price